Overview
You can view the Receipt Allocations report for each working member in your firm directly in SurePoint Practice Pro from the Reports page. This report lists all members' collections, grouped by client and matter.
This report provides a detailed list of all payments, including corresponding invoice information for each working member, and a breakdown of each member's billed amount, billed % of the invoice, and payment allocation (collection) for each payment.
How To View Receipt Allocations Report
Go to the Reports page by clicking "Reports" from the left navigation bar
On the Reports page, click "View Report" under Receipt Allocations
You will see all payments created during the current year by default.
You can filter by:
Client
Matter
Payment Date
Invoice Date
Client Originator
Matter Originator
Client Manager
Matter Manager
Working Member
Matter Type
Charge Type
Include Credits: Yes or No
Division
Click "Settings" in the top right of the table results to turn on and off columns to display
Click "Export Report" to view your report in CSV or PDF format
Note: Exported data will reflect the table results with any filters applied. Clear filters if you want to view all data.
If you have any questions, please feel free to contact us.